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v0.1
9523.SR$63.30-0.63%
Fair $63.30+0.0%

9523.SR

Group Five Pipe Saudi Company

Basic Materials / SteelSaudi

$63.30

-0.40 (-0.63%)

Fairly Valued+0.0%Fair Value $63.30Fund rank 29/100 · Data gapFallback financials|
SA 70/B
F-Score: 8/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $74.5M · quality 44.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

70/100

B

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 9523.SRLocal privado en este navegador · Group Five Pipe Saudi Company
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.8B

P/E

12.2x

↓

EV/EBITDA

9.6x

↓

ROE

29.6%

↑

Gross Margin

17.2%

↓

Debt/Equity

1.29

↑
52-Week Range$63
$25$64

TradingView lightweight chart

9523.SR price, volumen y niveles de valoración

Último $63.30Periodo +62.1%
Fair value: $63.30

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+107.2%

FCF CAGR

+42.7%

FCF margin

14.9%

FCF / Net income

2.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.99B · net income $144.8M · FCF $296.2M

2022-FY → 2025-FY

Gross margin

17.2%+19.3% pts

Operating margin

11.8%+16.3% pts

Net margin

7.3%+18.2% pts

FCF margin

14.9%-30.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.99B$1.99B$955.4M$441.2M$223.5M
Net Income$144.8M$144.8M$38.5M$9.4M$-24.4M
EBITDA$235.5M$235.5M$123.5M$81.8M$31.1M
EPS5.175.171.380.33-0.86
Gross Margin17.2%17.2%9.1%9.8%-2.2%
Operating Margin11.8%11.8%9.7%9.7%-4.6%
Net Margin7.3%7.3%4.0%2.1%-10.9%
Balance Sheet
Debt/Equity1.291.292.612.432.68
Current Ratio1.051.05———
Cash Flow
Free Cash Flow$296.2M$296.2M$74.5M$22.8M$101.9M
Returns
ROE29.6%29.6%10.7%2.9%-7.8%
Valuation
P/E12.2412.2430.36100.00—
EV/EBITDA9.639.6315.3120.7948.35
P/B3.623.623.242.852.15
Growth & Yield
Revenue Growth108.1%108.1%116.6%97.4%—
EPS Growth274.6%274.6%318.2%138.4%—
Dividend Yield6.8%6.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

2.8%

fácil

EPS terminal req.

$5.62

Spread vs growth

271.8%

5Y implied EPS CAGR

5.6%

razonable

EPS terminal req.

$6.80

Spread vs growth

269.0%

10Y implied EPS CAGR

7.8%

razonable

EPS terminal req.

$10.95

Spread vs growth

266.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +145.6%

Total return

+145.6%

Start / end P/E

19.2x → 12.2x

EPS bridge

1.38 → 5.17

Residual

-99.5%

EPS growth+274.6%
Multiple rerating-36.2%
Dividend+6.8%
Residual / FX / buybacks / cross-term-99.5%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.